Concurrent Investment Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-100
Closed -$30.8K 1972
2025
Q4
$30.8K Hold
100
﹤0.01% 1753
2025
Q3
$30.1K Hold
100
﹤0.01% 1461
2025
Q2
$25.7K Buy
+100
New +$21.9K ﹤0.01% 1370
2025
Q1
Sell
-100
Closed -$16.7K 1272
2024
Q4
$16.7K Buy
+100
New +$17.8K ﹤0.01% 1092

Other funds holding GE

Concurrent Investment Advisors's GE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its GE Aerospace (GE) stake by 9.9% in Q2 2026, buying an estimated $1.6M and bringing the position to 56,405 shares worth $20.8M. The position accounts for 0.18% of the portfolio, ranked #118.

Concurrent Investment Advisors first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 3,447 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Concurrent Investment Advisors held 56,405 shares of GE Aerospace worth $20.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,096 GE Aerospace shares in Q2 2026, an estimated $1.6M.
  • GE Aerospace made up 0.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Concurrent Investment Advisors first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
  • 3,447 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.